Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven Higgins, Allison SchmidtLPL FinancialRaymond James$6605-26-2017
Michael DevincentisLPL FinancialWells Fargo Advisors$5805-26-2017
Louis Bosso, JrWaddell and ReedWells Fargo Advisors$6005-25-2017
Gary Cook, Kristina Daniel, Beth DeckerRaymond JamesBank of America Merrill Lynch$24005-25-2017
Patrick Guinet, Hung Nguyen, Casey BartelsGuardian Financial PartnersWells Fargo Advisors$18005-24-2017
Steven Friedman, Jeremy Friedman Raymond JamesWells Fargo Advisors$13005-23-2017
Francis Haas, Matthew Hammer, Michael Lovecchio, Jason MaileLPL FinancialWFG Investments$15005-22-2017
Tom Parker, Patrick Dugan, Paul SpencerHightower AdvisorsBank of America Merrill Lynch$16005-22-2017
Harry MullenLPL FinancialSuntrust Investment Services$7205-19-2017
Ron BakerRaymond JamesBank of America Merrill Lynch$10005-19-2017
Charles WhiteAmeriprise FinancialRaymond James$11705-18-2017
June Strunk, Shane OJanney Montgomery ScottMorgan Stanley Wealth Management$30005-18-2017
Jeff Holloway, Sean Harman, Betty Wilson, Amanda Miller, Whitney ScobeeRaymond JamesWells Fargo Advisors$27505-18-2017
Forbes RobinsonFinancial Advocates Investment ManagementWaddell and Reed$6005-17-2017
Ethan AssoulineBolton Global CapitalHSBC Private Bank$29205-17-2017
Christopher Aitken, Shelby Aitken, and Ken TonningUBS Financial ServicesBank of America Merrill Lynch$90005-17-2017
Eric Jacobsen, Lanny NebekerCommonwealth Financial NetworkSignator Investors$15005-17-2017
Jason WeaverPurshe Kaplan Sterling InvestmentsAmeriprise Financial$22505-17-2017
Ken Robbins, Kathy RoshayRaymond JamesD.A. Davidson & Co.$17705-17-2017
June Strunk, Shane O'BrienJanney Montgomery ScottMorgan Stanley Wealth Management$17705-16-2017
Jeffrey TolbertRobert W. Baird & Co.UBS Financial Services$17805-16-2017
Joseph KuzmankoStratos Wealth PartnersHuntington Investments$5405-15-2017
Richard GrobmanRaymond JamesOppenheimer$42005-15-2017
Joshua Black Private Advisor GroupFirst Command Financial$8005-12-2017
Donna KaneStifel Nicolaus & Co.UBS Financial Services$10505-12-2017
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Showing 276 to 300 of 3,147 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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